Optivise Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
4,368
-704
-14% -$49.5K 0.16% 133
2025
Q1
$241K Buy
5,072
+1,226
+32% +$58.3K 0.14% 157
2024
Q4
$219K Buy
+3,846
New +$219K 0.12% 161